Update the Schedule of Values on a Client Contract
Background
After creating a contract, you can choose from three (3) methods to add line items to your contract's SOV:
- Add Line Items to the SOV
If your contract's SOV only has a few line items or if you want to manually add new line items to the SOV, use the 'Add Line' button to manually enter each SOV line item.
- Create the SOV from the Project's Budget
If your want to structure your contract's SOV to match your budget line items, Procore gives you an option to import your SOV line items directly from the Procore's Budget tool. This method automatically creates the contract's SOV for you using your project's budget line items as its data source.
- Import the SOV from a CSV File
If you would prefer to build your contract's SOV using a spreadsheet program, such as Microsoft Excel, you can download a blank template that matches your contract's table structure, add your SOV line items to the spreadsheet, save the file to the Comma Separated Values (CSV) file format and then import your line items. You can also use the import process to replace all existing line items on your contract's SOV or you can keep any existing line items and add additional ones.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- Limitations:
- If you have created multiple head contracts, please be aware that you can import budget line items to a Funding's Schedule of Values (SOV). However, you do NOT have the ability to choose which budget line items that you want to import. To learn more, see https://support.procore.com/faq/are-...tiple-fundings
Steps
There are several ways to add and update line items on a contract's SOV:
Add Line Items to the SOV
- Navigate to the project's Client Contracts tool.
- Locate the contract to update and click its Number link.
- Click the Schedule of Values tab.
- Click Add Line.
- Complete the data entry as follows:
- Budget Code
Select a budget code or click Create Budget Code. See What is a budget code in Procore's WBS?
- Description
Enter a description for the line item. For example, type: Monthly Service Fee
- Qty
Enter the number of units.
- UOM
Select the Unit of Measure (UOM) from the list. See Which units of measure are included on Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
- Unit Cost
Enter the cost per unit in this box. You'll notice that the value in this column contains four (4) decimal points (for example, $0.0000) to allow you to enter the specific value required to calculate accurate pricing.
Example
If you are buying 50,000 units for $1,006,625.00, you would enter a unit cost of $20.1325.
- Amount
The system automatically calculates the subtotal for you, based on the Qty, UOM, and Unit Cost entries.
- Repeat the above steps for all line items.
- Choose one of these options:
- Click Save
OR
- Click Save & Email.
Import the SOV from a CSV File
Customise the Delimiter & Download a Blank Template
- Navigate to the project's Client Contracts tool.
- In the table, click the Number link for the contract to open.
- Click the Schedule of Values tab.
- At the bottom the Schedule of Values page, click Import SOV from CSV.
- In the Import Schedule of Values from CSV window, choose these options:
- Click Customise CSV Delimiter to reveal the options.
- Under Choose CSV Delimiter, choose one of these options:
Tip
What is a delimiter? A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data.
- Comma. Separates data using a comma (,). This is Procore's default option.
- Semicolon. Separates data using a semicolon (;).
- Click the Download Blank CSV Template button.
Procore downloads a blank template file named 'Subcontract SOV Template' the download location specified for your web browser.
Add Line Items to the Blank Template
- On your computer, open the template that you just downloaded.
- Follow one (1) of these steps to add line item(s) to your blank template:
Amount-Based Accounting Method
Unit/Quantity Based Accounting Method
Import the Completed CSV Template to Procore
- Navigate to the Head Contracts tool.
- In the table, click a Number link to open the contract.
- Under the General tab, click Schedule of Values.
- In the Schedule of Values card, click Edit.
This places the SOV into edit mode.
- Below the table, click Import and choose SOV from CSV.
This opens the Import Schedule of Values from CSV window.

- Upload the file as follows:
- Click Upload File and select the completed template to upload.
OR
- Drag-and-drop the completed template to the CSV File area.
- Depending on the state of your head contract, choose the appropriate option:
- To add more line items to the head contract, select Add Additional Line Items, then click Import.
- To replace all existing line items on the head contract with the template, select Replace Existing Line Items, then click Import.
Procore imports the template and displays a success banner. If you see an error message, click Show Error to learn why the import failed.